401k Plan data: JACOB WU AND ASSOCIATES, INC. PROFIT SHARING PLAN plan

JACOB WU AND ASSOCIATES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	JACOB WU AND ASSOCIATES, INC. PROFIT SHARING PLAN
Plan identification number	001

JACOB WU AND ASSOCIATES, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Participant-directed brokerage accounts provided as an investment option under the plan.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JACOB WU AND ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: JACOB WU AND ASSOCIATES, INC.

Employer identification number (EIN): 272135607

NAIC Classification: 611000

Additional information about JACOB WU AND ASSOCIATES, INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 2010-02-23

Company Identification Number: C3280689

Legal Registered Office Address: 1616 Timberwood

Irvine
United States of America (USA)
92620

More information about JACOB WU AND ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JACOB WU AND ASSOCIATES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 JACOB WU
001 2014-01-01 JACOB CHENG-CHUNG WU
001 2013-01-01 JACOB WU
001 2012-01-01 JACOB WU
001 2011-01-01 JACOB WU

Plan id#	Filing Submission Date	Name of Administrator
001	2015-01-01	JACOB WU
001	2014-01-01	JACOB CHENG-CHUNG WU
001	2013-01-01	JACOB WU
001	2012-01-01	JACOB WU
001	2011-01-01	JACOB WU

Plan Statistics for JACOB WU AND ASSOCIATES, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for JACOB WU AND ASSOCIATES, INC. PROFIT SHARING PLAN

Measure Date Value
2015: JACOB WU AND ASSOCIATES, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JACOB WU AND ASSOCIATES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
Total of all active and inactive participants 2014-01-01 1
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 1
2013: JACOB WU AND ASSOCIATES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JACOB WU AND ASSOCIATES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1
Number of participants with account balances 2012-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: JACOB WU AND ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1
Number of participants with account balances 2011-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2015: JACOB WU AND ASSOCIATES, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JACOB WU AND ASSOCIATES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
Total of all active and inactive participants	2014-01-01	1
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	1
2013: JACOB WU AND ASSOCIATES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JACOB WU AND ASSOCIATES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1
Number of participants with account balances	2012-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: JACOB WU AND ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1
Number of participants with account balances	2011-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on JACOB WU AND ASSOCIATES, INC. PROFIT SHARING PLAN

Measure	Date	Value
2015 : JACOB WU AND ASSOCIATES, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-07-31	$0
Expenses. Total of all expenses incurred	2015-07-31	$0
Benefits paid (including direct rollovers)	2015-07-31	$0
Total plan assets at end of year	2015-07-31	$0
Total plan assets at beginning of year	2015-07-31	$0
Total contributions received or receivable from participants	2015-07-31	$0
Contributions received from other sources (not participants or employers)	2015-07-31	$0
Other income received	2015-07-31	$0
Net income (gross income less expenses)	2015-07-31	$0
Net plan assets at end of year (total assets less liabilities)	2015-07-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-07-31	$0
Assets. Value of employer securities	2015-07-31	$0
Total contributions received or receivable from employer(s)	2015-07-31	$0
Value of certain deemed distributions of participant loans	2015-07-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-07-31	$0
2014 : JACOB WU AND ASSOCIATES, INC. PROFIT SHARING PLAN 2014 401k financial data
Total plan assets at end of year	2014-12-31	$0
Total plan assets at beginning of year	2014-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Assets. Value of employer securities	2014-12-31	$0
2013 : JACOB WU AND ASSOCIATES, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$-145,545
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$0
Total plan assets at beginning of year	2013-12-31	$145,545
Value of fidelity bond covering the plan	2013-12-31	$20,000
Total contributions received or receivable from participants	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$-145,545
Net income (gross income less expenses)	2013-12-31	$-145,545
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$145,545
Assets. Value of employer securities	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : JACOB WU AND ASSOCIATES, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$57,512
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$145,545
Total plan assets at beginning of year	2012-12-31	$88,033
Value of fidelity bond covering the plan	2012-12-31	$20,000
Total contributions received or receivable from participants	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$57,512
Net income (gross income less expenses)	2012-12-31	$57,512
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$145,545
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$88,033
Assets. Value of employer securities	2012-12-31	$145,545
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : JACOB WU AND ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$3,927
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$88,033
Total plan assets at beginning of year	2011-12-31	$84,106
Value of fidelity bond covering the plan	2011-12-31	$20,000
Total contributions received or receivable from participants	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$3,927
Net income (gross income less expenses)	2011-12-31	$3,927
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$88,033
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$84,106
Assets. Value of employer securities	2011-12-31	$88,033
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : JACOB WU AND ASSOCIATES, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$84,116
Expenses. Total of all expenses incurred	2010-12-31	$10
Total plan assets at end of year	2010-12-31	$84,106
Total plan assets at beginning of year	2010-12-31	$0
Value of fidelity bond covering the plan	2010-12-31	$20,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$10
Contributions received from other sources (not participants or employers)	2010-12-31	$285,974
Other income received	2010-12-31	$-201,858
Net income (gross income less expenses)	2010-12-31	$84,106
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$84,106
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$0
Assets. Value of employer securities	2010-12-31	$84,106

Form 5500 Responses for JACOB WU AND ASSOCIATES, INC. PROFIT SHARING PLAN

2015: JACOB WU AND ASSOCIATES, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JACOB WU AND ASSOCIATES, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JACOB WU AND ASSOCIATES, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JACOB WU AND ASSOCIATES, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JACOB WU AND ASSOCIATES, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JACOB WU AND ASSOCIATES, INC.
Employer identification number (EIN):	272135607
NAIC Classification:	611000

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	2010-02-23
Company Identification Number:	C3280689
Legal Registered Office Address:	1616 Timberwood Irvine United States of America (USA) 92620